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Sonya

← Customer Feedback for Redtail Technology

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10 results found

  1. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sonya commented  · 

    Would be nice to be able use excel as a merge document also.

    Sonya supported this idea  · 
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    Sonya commented  · 

    I agree! We also would like to be able to merge the clients account info into letters. Like the investment name, account number, balance. etc.

  2. add mobile phone as a field in mail merge

    59 votes
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    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sonya supported this idea  · 

  3. Add a time stamp to activities

    74 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sonya supported this idea  · 

  4. Albridge Feed Missing Company Name and Registration Type

    190 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sonya supported this idea  · 

  5. Link child/grandchild with Head of Household

    14 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Sonya supported this idea  · 

  6. Scheduling & Confirmations

    154 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sonya supported this idea  · 

  7. Automation Workflow from Keyword

    74 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sonya supported this idea  · 

  8. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Sonya supported this idea  · 

  9. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sonya supported this idea  · 

  10. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sonya supported this idea  · 
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    Sonya commented  · 

    We set up tag groups for each month of the year. At the begining of each month we check out the ages of those clients to see if they need an RMD. We also set up a tag group for our clients that are already getting RMD's.

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